Top Trust Executive jobs in Philadelphia, PA

Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

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Trust & Estates Attorney or Partner
  • Ascension Global Staffing & Executive Search
  • Philadelphia, PA FULL_TIME
  • Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.
     

    Our Am Law 200 client is currently seeking an experienced Senior Associate or Junior Partner to join their expanding Estates and Trusts team in Philadelphia.

    Job Requirements

    • Ten plus (10 ) years of experience practicing trusts and estates law.
    • Draft and review both basic and sophisticated estate planning documents, incorporating estate and income tax planning strategies. This includes but is not limited to irrevocable and revocable trusts, wills, SLATs, and GRATs.
    • Provide comprehensive legal counsel and address the planning needs of high-net-worth clients.
    • Demonstrated client relationship skills including the ability to lead in-person client meetings.

    Qualifications

    • Minimum of ten (10 ) years of experience practicing trusts and estates law.
    • Proven ability to independently manage and first-chair the drafting of complex estate planning documents.
    • Ability to work in the Philadelphia office a few times a week.
    • Licensed to practice law in Pennsylvania
  • 1 Month Ago

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Trust & Estate Planning Attorney
  • Ascension Global Staffing & Executive Search
  • Blue Bell, PA FULL_TIME
  • Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commi...
  • 25 Days Ago

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Estate and Trust Settlement Officer
  • Glenmede Trust Co
  • Philadelphia, PA FULL_TIME
  • Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $44.2 billion of assets under m...
  • 18 Days Ago

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Client executive
  • Hispanic Technology Executive Council
  • Philadelphia, PA FULL_TIME
  • Why WWT? At World Wide Technology, we work together to make a new world happen.Ourmost important work benefits our clients and partners as much as it does our people and communities across the globe. ...
  • Just Posted

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Field Sales Representative
  • Top Closers
  • Horsham, PA FULL_TIME
  • Are you a top-performing sales professional with a passion for renewable energy? Do you have a proven track record of exceeding sales targets and closing deals? If so, we have an exciting opportunity ...
  • 16 Days Ago

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Digital product owner
  • Top Stack
  • King of Prussia, PA FULL_TIME
  • Our client, a stable global company, is hiring a Digital Products Owner for a full-time permanent opportunity responsible for managing a suite of digital experiences, all customer facing. Required Qua...
  • 1 Day Ago

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0 Top Trust Executive jobs found in Philadelphia, PA area

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Associate Trust Officer
  • Rockefeller Capital Management
  • Wilmington, DE
  • About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory firm pr...
  • 4/26/2024 12:00:00 AM

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Senior Associate, Financial Planning & Analyst (Hybrid))
  • BAYADA
  • Merchantville, NJ
  • Description POSITION SUMMARY: The Senior Associate is responsible for enterprise financial and operational planning and ...
  • 4/26/2024 12:00:00 AM

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R&D Project Planner
  • Unicon Pharma Inc
  • Philadelphia, PA
  • Job Description Job Description Description: Spotlight Call Notes: Planisware: if they have the exp that's ideal, howeve...
  • 4/25/2024 12:00:00 AM

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Estates Paralegal
  • Offit Kurman P.a.
  • Philadelphia, PA
  • Offit Kurman, a full-service AmLaw firm, is seeking an Estates paralegal to join its Philadelphia office. The paralegal ...
  • 4/25/2024 12:00:00 AM

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Trust Administrator
  • Wsfs Bank
  • Berwyn, PA
  • Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their finan...
  • 4/23/2024 12:00:00 AM

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Trust Officer III
  • Wsfs Bank
  • Wilmington, DE
  • Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their fi...
  • 4/23/2024 12:00:00 AM

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Technical Sales Representative - Philadelphia, PA
  • vegaamericashiring.com
  • Philadelphia, PA
  • **Technical Sales Representative** **level****pressure** position just quality products and a **process** that works. We...
  • 4/23/2024 12:00:00 AM

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Human Resources Business Partner
  • Asset Based Lending, LLC
  • Cherry Hill, NJ
  • Who We Are: Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading...
  • 4/22/2024 12:00:00 AM

Philadelphia, sometimes known colloquially as Philly, is the largest city in the U.S. state and Commonwealth of Pennsylvania, and the sixth-most populous U.S. city, with a 2017 census-estimated population of 1,580,863. Since 1854, the city has been coterminous with Philadelphia County, the most populous county in Pennsylvania and the urban core of the eighth-largest U.S. metropolitan statistical area, with over 6 million residents as of 2017[update]. Philadelphia is also the economic and cultural anchor of the greater Delaware Valley, located along the lower Delaware and Schuylkill Rivers, wit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$289,871 to $443,825
Philadelphia, Pennsylvania area prices
were up 1.0% from a year ago

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